Survey software and a pre-move survey app
Fill in the survey on a phone or tablet while you walk round the property, or on a video call. The answers, photos and job date feed straight into the quote and the job.
Three stages, built for a phone
A survey has three stages: details, inventory and review. Details covers the customer, the addresses and the dates. Inventory is the walk round, room by room. Review shows everything on one screen before you finish. You can save a draft at any point and come back to it, which suits a surveyor who does four visits before getting back to the office. Type a postcode and pick the address from the Royal Mail list rather than typing it out on a small keyboard.
- Save as a draft and finish later
- Postcode lookup for every address
- Questions appear only when they apply, such as floor and lift for a flat
In person or by video call
Book a survey from the customer's card and choose in person or video call, the surveyor and the time. It shows on the Survey Calendar, and the surveyor gets a notification that it is theirs. The customer can get a confirmation email, with different wording for a video call if you want it, and a reminder the day before. If the customer does not turn up, mark it as a no-show and choose whether to rebook, put the lead back to chase or close it.
Your own questions for each service
A home move, an office move and a garden clearance need different questions. Survey Settings is a builder with a tab for each service you sell. Drag sections and questions into the order you ask them, hide the ones you never use, change the choices offered and add questions of your own. Copying one service's survey to another gives you a starting point without tying the two together. Changes to the builder never alter a survey that has already been completed.
- Yes or No, pick one, pick many, number and text questions
- Option lists you can edit, such as rooms and special items
- Photos and videos saved against the survey
From survey to quote without retyping
Completing a survey creates the customer and the offer if they do not exist yet, and moves the card along your pipeline. The job date carries through to the quote and then to the booked job. If the date is only provisional, Hubber shows it on the calendar as provisional and holds back the emails that would promise a date. Photos taken on the survey appear on the quote and later on the crew's job, so the people doing the work see what the surveyor saw.
A tidy copy for the customer and the crew
Every survey can be downloaded as a PDF or emailed with the PDF attached. The same summary prints on one sheet for anyone who prefers paper. On the day, the crew open the survey from their job card on a phone, so access notes, the piano on the first floor and the parking arrangement are not lost between the office and the van. A survey can also set the stock it will need, which Hubber reserves once the deposit is paid.
Questions about surveys
Can I use Hubber surveys if I am not a removals company?
Yes. Each service has its own survey, and you choose the questions. A clearance firm, a landscaper or an electrician can build a site survey that asks what they need to price the job. New services start with contact details only, ready for your questions.
Does the survey work on a phone?
Yes. It is laid out for a phone or tablet, with large inputs and a camera button for photos and video. Drafts save as you go, and Hubber keeps a local copy of unsaved answers so a closed tab does not lose your work.
Does Hubber run the video call itself?
No. You hold the call in whatever video app you already use, and fill in the survey in Hubber while you talk. Hubber records that it was a video survey and can send the customer the matching confirmation email.
What does the customer receive after a survey?
Whatever you choose to send. You can email a copy of the survey as a PDF, and you can go straight on to a quote with a link to approve online. Nothing is sent without you pressing a button or switching that email on.
Can crews see the survey on the day of the job?
Yes. The survey opens from the job card on Dispatch Hub and from the sign-off screen. Crew can read it, and you decide in permissions who is allowed to change it.
Works with the rest of Hubber
Often used by: Removals House clearance Landscaping and gardening
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